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Integrations
Disabling blocking of Proof cookies for case management integrationsIf you're having trouble logging in to a Proof via an integration (e.g. Clio, MyCase, or Litify), follow the steps in this article.
Clio
Clio Integration Information and Troubleshooting
Clio - Managing Serve Requests
Clio - Creating Serve Requests
Existing Proof Clients Adding Proof to Clio
Clio - How do I use Proof in a matter?
Clio - What is the user onboarding process?
How do I add Proof to Clio?
Clio - How do I manage users in my law firm?
Clio - Configuring Integration Settings
Clio - Troubleshooting
Filevine
Filevine Integration Information and Troubleshooting
How to Receive Job Updates Within Filevine
How to Create Filevine Expense Activities for Proof Invoices